Investment Q&A

Q: Hi Peter,
What would be your today best growth companies 3 US and 3 canadian with good fundamentals other than technology. Please list inorder of their risk.

Q: I would like to add another US equity. Please rate above...
a) For Upside
b) For Safety

Thank you!
Albert

Q: CEO is leaving after a relatively short stint, they guided down, but were they overly conservative? Yes, they can handle on-line, but these types of sales benefit greatly from the in-person experience, so shouldn't this company be a beneficiary of the re-open trade, regardless of their having guided down?
Your thoughts, please?

Q: Hi there,

What are your current favourite 15 US growth stocks, regardless of section concentration risks?

Thanks!

Q: Hello,
In the consumer discretionary sector would you consider COTY or ULTA to be attractive? Which one would you pick?

COTY was an offshoot of PG I believe..TOI is from CSU..Does Mark Leonard have any say in the management of TOI? If Topicus were to follow in CSU's footsteps (framework) they would do very well. Are there any such precedents where offshoots have done very well? Why do companies sell of portions of the company? Thanks and happy family day. No rush to answer these questions. Cheers, Shyam

Q: nke or ulta to buy Today for a long term hold, and why
or do you have a better name to buy.
selina

Q: Hello Folks:
As the Covid situation has hastened the move to online shopping, some brick and mortar stores are going to have a much brighter future than others. Businesses such as Walmart and Best Buy appear to be having more success than others. I would appreciate your suggestions on choosing companies which have the brightest future integrating these two systems.
Thank you again for your great service!
brian

Q: good morning, what is your take on Ulta beauty in today's environment? do you think long term there is plenty of room for growth.

thanks Dave

Q: Can you please comment on this security. It has been crushed as of late. Please comment on the strength of their online business, and balance sheet. Do you feel they will be a survivor. Is this a compelling buy?
Thank you

Q: I own all of the above stocks in the 'growth' portion of a well balanced portfolio. I don't need to sell any and the volatility doesn't bother me. Are there any I should sell because their fundamentals have changed in this correction? Any I should add too?

Q: Hi,
I’m working on a high quality shopping list during this downturn. We have enough money to start a new positions in either:
1) TEAM or TTD.?
2) NKE or ULTA?
Which companies are a better choice and why?
Thanks and stay healthy,
Kerri

Q: Would ULTA:US be the best bet for the women beauty product industry? Is there any other profitable names in the USA or Canada related to that space?

thanks

Q: Please comment on the financial results of these companies. PD & ZM drop afterhours.
Thanks a lot

Q: Please comment on the latest earnings release and quarterly update. Recovery now in progress and on track?

Q: I have very recently equally invested in MHK, KEYS, PAYC and ULTA. Do you these companies offer better safety combined with potential then investing in AYX, TEAM, CRWD and DOCU.

Q: YIKES..need I say more? What should one do with this great company who's shares are being devastated through no fault of their own? I bought at $285.11 US$. Should I hang in? Buy more???

Thanks again as always

Q: Any idea why the recent price weakness in ULTA and would you advise initiating a position or waiting.
Thanks.

Q: looking to build a 5% weighting in consumer discretionary. hard sector to buy into given the Amazon effect. Had my eye on ULTA and SBUX for a while and they have pulled back to what looks like decent entry points. SBUX has an iconic brand and always seems to be able to grow the business. ULTA has done really well, seems to have good financials (very low debt) and good same store sales growth. how would you view these names in the cons disc space? would you have any better suggestions?

Q: Hi 5i, I've moved some cash over to a US account. Can you suggest 3 or 4 US growth names you would lean towards adding for 2017? I'm looking for pure growth / don't need dividends. Thanks.

Q: Merry Christmas to the 5i Team! My question is about consumer discretionary stocks. It's one of the areas in my portfolio that i lack exposure in (0% to be honest). I've been looking at ATD-B for a while and feel comfortable adding at the current price level. To get some more high quality names I've looked to the US and come across the usual suspects that seem fairly highly priced/valued. I've been looking at ULTA and COST. Might not be your area of expertise but your thoughts on these 2 companies or any other specific names you think are worth owning in the Cons Disc space?